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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
+6.82%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$97.3B
AUM Growth
+$5.53B
Cap. Flow
+$1.37B
Cap. Flow %
1.41%
Top 10 Hldgs %
9.68%
Holding
3,734
New
508
Increased
1,623
Reduced
1,169
Closed
410

Top Buys

Rank Stock Value
1
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$327M
2
CMG icon
Chipotle Mexican Grill
CMG
+$271M
3
CVX icon
Chevron
CVX
+$264M
4
JPM icon
JPMorgan Chase
JPM
+$233M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$224M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$707M
2
JNJ icon
Johnson & Johnson
JNJ
+$396M
3
AMZN icon
Amazon
AMZN
+$312M
4
WMT icon
Walmart Inc
WMT
+$285M
5
ISRG icon
Intuitive Surgical
ISRG
+$262M

Sector Composition

Rank Sector Weight
1 Healthcare 17.73%
2 Technology 14.98%
3 Financials 10.9%
4 Consumer Discretionary 8.96%
5 Real Estate 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNAM
3226
DELISTED
Unico American Corp
UNAM
$123K ﹤0.01%
17,400
– –
BDR
3227
DELISTED
Blonder Tongue Laboratories Inc
BDR
$121K ﹤0.01%
96,558
+6,758
+8% +$8.73K
RGLS
3228
DELISTED
Regulus Therapeutics
RGLS
$118K ﹤0.01%
4,963
+3,963
+396% +$131K
TOVX icon
3229
Theriva Biologics
TOVX
$10.6M
$118K ﹤0.01%
+181
New +$200K
EMITF
3230
DELISTED
Elbit Imaging Ltd
EMITF
$117K ﹤0.01%
51,713
+600
+1% +$1.36K
ELTK icon
3231
Eltek
ELTK
$57.1M
$115K ﹤0.01%
33,801
+100
+0.3% +$379
VTSI icon
3232
VirTra
VTSI
$38.1M
$113K ﹤0.01%
+21,202
New +$108K
DARE icon
3233
Dare Bioscience
DARE
$20.5M
$111K ﹤0.01%
9,512
+4,175
+78% +$56.2K
PANL icon
3234
Pangaea Logistics
PANL
$496M
$111K ﹤0.01%
+31,600
New +$104K
KZIA
3235
Kazia Therapeutics
KZIA
$151M
$109K ﹤0.01%
687
– –
EMX
3236
DELISTED
EMX Royalty
EMX
$108K ﹤0.01%
88,126
-17,274
-16% -$19.9K
VERU icon
3237
Veru
VERU
$46M
$108K ﹤0.01%
7,610
-4,470
-37% -$87.5K
AMS icon
3238
American Shared Hospital Services
AMS
$10.6M
$105K ﹤0.01%
29,900
-4,700
-14% -$14K
GCAP
3239
DELISTED
Gain Capital Holdings, Inc.
GCAP
$105K ﹤0.01%
+16,200
New +$117K
XPL icon
3240
Solitario Resources
XPL
$73.9M
$103K ﹤0.01%
294,115
+50,832
+21% +$19.8K
RSLS
3241
DELISTED
ReShape Lifesciences Inc. Common Stock
RSLS
$101K ﹤0.01%
+16,341
New +$1.41M
CODA icon
3242
Coda Octopus Group
CODA
$115M
$100K ﹤0.01%
16,600
+3,115
+23% +$14.6K
CPHI icon
3243
China Pharma Holdings
CPHI
$44.2M
$100K ﹤0.01%
982
-36
-4% -$4.23K
CTXR icon
3244
Citius Pharmaceuticals
CTXR
$20.1M
$100K ﹤0.01%
+2,333
New +$111K
OPK icon
3245
Opko Health
OPK
$1.04B
$100K ﹤0.01%
+29,043
New +$154K
TYME
3246
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
$100K ﹤0.01%
+35,900
New +$93.6K
LVO icon
3247
LiveOne
LVO
$59.4M
$99K ﹤0.01%
+2,530
New +$123K
ASM
3248
Avino Silver & Gold Mines
ASM
$1.21B
$94K ﹤0.01%
+150,600
New +$152K
SOFO
3249
DELISTED
Sonic Foundry, Inc. Common Stock
SOFO
$91K ﹤0.01%
56,719
+2,500
+5% +$4.9K
GMO
3250
DELISTED
General Moly, Inc.
GMO
$87K ﹤0.01%
235,351
+31,246
+15% +$12.2K
128 129
130
131 132

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Jim Simons's Q3 2018 Portfolio in Review

As of Q3 2018, Jim Simons held 3,734 positions worth $97.3B, up 6% from $91.7B the previous quarter. Its ten largest holdings account for 9.7% of the portfolio.

Jim Simons's Q3 2018 filing shows 508 new, 1,623 increased, 1,169 reduced and 410 closed positions. Its largest new stake was JPMorgan Chase: 2,054,913 shares worth $232M. The largest sale was Apple, an estimated $707M.

By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 18% a quarter earlier, followed by Technology and Financials.

  • Jim Simons's largest Q3 2018 buy was JPMorgan Chase: 2,054,913 shares worth $232M.
  • Jim Simons added most to Twenty-First Century Fox, Inc. Class A in Q3 2018, an estimated $327M increase.
  • Jim Simons's biggest Q3 2018 reduction was Johnson & Johnson, cutting an estimated $396M.
  • Jim Simons fully exited Apple in Q3 2018, selling an estimated $707M.
  • Jim Simons's ten largest holdings make up 9.7% of its $97.3B portfolio in Q3 2018.
  • Jim Simons opened 508 new positions and closed 410 in Q3 2018.
  • Jim Simons's portfolio value rose 6% quarter-over-quarter to $97.3B.

Based on Renaissance Technologies's 13F filing for Q3 2018, filed 13 Nov 2018.